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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,975 | $174,379-30.6% | $152,093-20.5% | $138,895-12.9% |
| Participation rate | 22.7% | 81.6%-58.9pp | 77.8%-55.0pp | 79.9%-57.2pp |
| Annual return | 16.24% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $423 | $4,652-90.9% | $4,175-89.9% | $4,194-89.9% |
| Participant deferral / active EE | $1,799 | $6,159-70.8% | $5,451-67.0% | $6,396-71.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |